Treasury/Trust Portfolio Monthly Earnings to Accounts

Monthly earnings allocation factor and annualized net earnings of the Treasury/Trust portfolio

The earnings allocation factor is a ratio of the net earnings available for distribution to the total average daily balance of accounts.  Investment earnings are allocated to accounts by multiplying the earnings factor by the average daily cash balance of the individual account.

Fiscal Year 2025
October-24 0.0030233133 3.6279%
September-24 0.0030153878 3.6184%
August-24 0.0032096404 3.8515%
July-24 0.0033573387 4.0288%
Fiscal Year 2024
June-24 0.0032219560  3.8663%
May-24 0.0032336892 3.8804%
April-24 0.0030660450 3.6792%
March-24 0.0031157286 3.7388%
February-24 0.0031266317 3.5896%
January-24     0.0031266317     3.7519%
December-23     0.0031441694     3.7730%
November-23     0.0029696008     3.5635%
October-23     0.0029342456     3.5210%
September-23     0.0027849019     3.3418%
August-23 0.0028798641     3.4558%
July-23 0.0028630826 3.4356%
Fiscal Year 2023
June-23 0.0026729598 3.2075%
May-23 0.0025479388 3.0575%
April-23 0.0022997845 2.7597%
March-23 0.0022361543 2.6833%
February-23 0.0019965158 2.3958%
January-23 0.0021058710 2.5270%
December-22 0.0020070101 2.4084%
November-22 0.0017573975 2.1088%
October-22 0.0014803517 1.7764%
September-22 0.0012593056 1.5112%
August-22 0.0012137236 1.4564%
July-22 0.0009243861 1.1092%
Fiscal Year 2022
June-22 0.0006730614 0.8076%
May-22 0.0005487596 0.6585%
April-22 0.0004661679 0.5594%
March-22 0.0004294535 0.5153%
February-22 0.0003822471 0.4587%
January-22 0.0003432510 0.4119%
December-21 0.0003268442 0.3922%
November-21 0.0003577268 0.4293%
October-21 0.0003864053 0.4637%
September-21 0.0003653176 0.4384%
August-21 0.0003484677 0.4182%
July-21 0.0003945221 0.4734%
Fiscal Year 2021
June-21 0.0004378838 0.5255%
May-21 .0005103077 0.6124%
Apr-21 .0006361362 0.7634%
Mar-21 .0006365787 0.7639%
Feb-21 .0006847239 0.8217%
Jan-21 .0007102816 0.8523%
Dec-20 .0006981620 0.8378%
Nov-20 .0007643916 0.9172%
Oct-20 .0008467136 1.0161%
Sep-20 .0008091776 0.9710%
Aug-20 .0007512662 0.9015%
Jul-20 .0007451107 0.8941%
Fiscal Year 2020
Jun-20 .0011279186 1.3535%
May-20 .0011204584 1.3446%
Apr-20 .0013940041 1.6728%
Mar-20 .0015080648 1.8097%
Feb-20 .0013596035 1.6315%
Jan-20 .0013314583 1.5977%
Dec-19 .0014066612 1.6880%
Nov- 19 .0013716016 1.6459%
Oct-19 .0014388619 1.7266%
Sep-19 .0014821627 1.7786%
Aug-19 .0015200427 1.8241%
Jul-19 .0016592632 1.9911%
Fiscal Year 2019
Jun-19 .0016802675 2.0163%
May-19 0.001701093 2.0413%
Apr-19 0.0015861510 1.9034%
Mar-19 0.0016061238 1.9273%
Feb-19 0.0014152401 1.6983%
Jan-19 0.0015171235 1.8205%
Dec-18 0.0015374551 1.8449%
Nov-18 0.0014142880 1.6971%
Oct-18 0.0014125123 1.6950%
Sep-18 0.0012825768 1.5391%
Aug-18 0.0013030918 1.5637%
Jul-18 0.0013042123 1.5650%
Fiscal Year 2018
Jun-18 0.0011957998 1.4350%
May-18 0.0011631889 1.3958%
Apr-18 0.0010704298 1.2845%
Mar-18 0.0010685312 1.2822%
Feb-18 0.0008902601 1.0683%
Jan-18 0.0009338267 1.1206%
Dec-17 0.0008507217 1.0209%
Nov-17 0.0008742825 1.0491%
Oct-17 0.0008305434 0.9967%
Sep-17 0.0005962326 0.7155%
Aug-17 0.0007392331 0.8870%
Jul-17 0.0007050628 0.8461%
Fiscal Year 2017
Jun-17 0.0008518127 1.0222%
May-17 0.0007543186 0.9052%
Apr-17 0.0007556413 0.9068%
Mar-17 0.0007507358 0.9009%
Feb-17 0.0005661804 0.6794%
Jan-17 0.0005190981 0.6229%
Dec-16 0.0004409997 0.5292%
Nov-16 0.0003878543 0.4654%
Oct-16 0.0004799181 0.5759%
Sep-16 0.0004869782 0.5844%
Aug-16 0.0005361454 0.6434%
Jul-16 0.0005069227 0.6083%
Fiscal Year 2016
Jun-16 0.0008396894 1.0076%
May-16 0.0010323367 1.2388%
Apr-16 0.0007803787 0.9365%
Mar-16 0.0007081937 0.8498%
Feb-16 0.0003640072 0.4368%
Jan-16 0.0003354356 0.4025%
Dec-15 0.0002480980 0.2977%
Nov-15 0.0002221481 0.2666%
Oct-15 0.0001902850 0.2283%
Sep-15 0.0003672415 0.4407%
Aug-15 0.0005338793 0.6407%
Jul-15 0.0005440536 0.6529%
Fiscal Year 2015
Jun-15 0.0004663676 0.5596%
May-15 0.0006018645 0.7222%
Apr-15 0.0006398940 0.7679%
Mar-15 0.0004304450 0.5165%
Feb-15 0.0003399096 0.4079%
Jan-15 0.0002933437 0.3520%
Dec-14 0.0002161465 0.2594%
Nov-14 0.0002400032 0.2880%
Oct-14 0.0002499084 0.2999%
Sep-14 0.0002084319 0.2501%
Aug-14 0.0001894088 0.2273%
Jul-14 0.0001389672 0.1668%

Contact

Schennday Hansen, Treasury Accounting
Phone